See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,295 | $150,440+13.9% | $136,294+25.7% | $147,584+16.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.57% | 1049.08%-1038.5pp | 5155.94%-5145.4pp | 578.55%-568.0pp |
| Employer contribution / active EE | $17,746 | $5,256+237.6% | $4,695+277.9% | $4,876+263.9% |
| Participant deferral / active EE | $11,525 | $6,630+73.8% | $6,247+84.5% | $5,439+111.9% |
| Admin fee / account holder | $8,652 | $10,905-20.7% | $9,243-6.4% | $10,885-20.5% |